Integrate Chatter with Vtiger

Appy Pie Connect allows you to automate multiple workflows between Chatter and Vtiger

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Want to explore Chatter + Vtiger quick connects for faster integration? Here’s our list of the best Chatter + Vtiger quick connects.

Explore quick connects

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Connect Chatter + Vtiger in easier way

It's easy to connect Chatter + Vtiger without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Chatter & Vtiger Integrations Work

  1. Step 1: Choose Chatter as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chatter to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chatter and Vtiger

Chatter

Chatter is a social intranet application that allows users to communicate, cplaborate and share information with each other. Customers can connect with employees, partners, vendors or suppliers within the same network.

Vtiger

Vtiger is an open source CRM (Customer Relationship Management. program. It is commonly used by companies for managing their customer relations.

Integration of Chatter and Vtiger

Chatter is integrated with Vtiger in order to allow customers to use it as a single platform for all their needs. This integration makes it possible for customers to perform different tasks in one single platform. For example, customers can update their Chatter profile to display their Vtiger profile. They can also update their Vtiger profile to include their Chatter profile. This integration will also enable them to update their Chatter profile using the Vtiger application. Chatter and Vtiger are integrated in order to create a unified customer experience across different channels.

Benefits of Integration of Chatter and Vtiger

Integration of Chatter and Vtiger creates various benefits for businesses. Some of these benefits are listed below:

Reduced Training Costs. Integration of Chatter and Vtiger allows companies to reduce training costs. When customers know the basics of both platforms, they can easily integrate them without needing any assistance from IT departments.

Reduced Cabling Cost. Integration of Chatter and Vtiger reduces cabling cost because customers don’t need to install any additional hardware or software.

Increased User Engagement. As customers’ information is displayed in both platforms, they will be more likely to use them regularly to access valuable information. This will increase user engagement. Increased user engagement will increase user productivity. Therefore, Chatter and Vtiger integration will enable companies to increase their customer productivity.

Reduced Data Entry Efforts. Integration of Chatter and Vtiger reduces data entry efforts because users can use Chatter to update their Vtiger profile and vice versa.

The process to integrate Chatter and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm